Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
37%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
TBG
38
HOLDINGS
39%
ALSO IN SCHD
SCHD
102
HOLDINGS
16%
ALSO IN TBG
SECTOR DRIFT (TBG minus SCHD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in TBG |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.3% | 4.3% | 4.3% |
|
MERCK & CO. INC. | 4.5% | 3.8% | 3.8% |
|
PROCTER & GAMBLE CO/THE | 3.8% | 4.3% | 3.8% |
 |
ACCENTURE PLC-CL A | 4.6% | 3.7% | 3.7% |
|
PEPSICO INC | 3.5% | 3.8% | 3.5% |
TBG Overweight Relative to SCHD
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | 3.6% |
|
SIMON PROPERTY GROUP INC | 3.5% |
|
JOHNSON & JOHNSON | 3.3% |
|
GILEAD SCIENCES INC | 3.2% |
|
AMERICAN ELECTRIC POWER | 3.1% |
|
ENERGY TRANSFER, L.P. | 2.9% |
|
VANGUARD SHORT-TERM TREASURY ETF | 2.7% |
|
ENTERPRISE PRODUCTS PARTNERS | 2.6% |
|
BLUE OWL CAPITAL INC CLASS A | 2.5% |
|
LAMAR ADVERTISING COMPANY CLASS A | 2.4% |
TBG Underweight Relative to SCHD
|
CONOCOPHILLIPS | -4.4% |
|
COCA-COLA CO/THE | -4.1% |
|
HOME DEPOT INC | -4.0% |
|
QUALCOMM INC | -3.8% |
|
ABBOTT LABORATORIES | -3.7% |
|
ALTRIA GROUP INC | -3.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.0% |
|
AUTOMATIC DATA PROCESSING | -2.8% |
|
TEXAS INSTRUMENTS INC | -2.7% |
|
EOG RESOURCES, INC. | -2.0% |